BALASA DINVERNO & FOLTZ LLC MTUM Holdings History
BALASA DINVERNO & FOLTZ LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2022-09-30, BALASA DINVERNO & FOLTZ LLC held 607,603.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $79.70 Mil. This investment constitutes 5.03% of their stock portfolio, and BALASA DINVERNO & FOLTZ LLC now holds 0.82% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then BALASA DINVERNO & FOLTZ LLC has made 11 purchases of MTUM, at an average price of $111.61, for a total of 696,490.00 shares. In addition, there have been 6 sales at an average price of $124.51 for 88,887.00 shares. Based on historical transaction data and MTUM's current price of $239.60, BALASA DINVERNO & FOLTZ LLC's estimated gain on his MTUM holdings is $78.91 Mil, reflecting a 101.52% gain to date.
BALASA DINVERNO & FOLTZ LLC MTUM ($239.60) Holding Chart
BALASA DINVERNO & FOLTZ LLC MTUM ($239.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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